ALTUS WEALTH GROUP, LLC
CRD #287848 SEC #801-110511 COLORADO SPRINGS, CO 719-900-1295
SEC Registered
Total AUM
$572.6M
Discretionary
$384.8M
Employees
7
Clients
0
Accounts
2,323
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Feb 2025 | $572.6M | $384.8M | $187.8M | 7 | 0 |
| Nov 2024 | $445M | $322.1M | $122.9M | 10 | 0 |
| Feb 2024 | $445M | $322.1M | $122.9M | 10 | 0 |
| Nov 2023 | $386.2M | $282.4M | $103.7M | 9 | 0 |
| Jul 2023 | $386.2M | $282.4M | $103.7M | 9 | 0 |
| May 2023 | $386.2M | $282.4M | $103.7M | 9 | 0 |
| Jan 2023 | $386.2M | $282.4M | $103.7M | 9 | 0 |
| Mar 2022 | $380M | $323.4M | $56.5M | 8 | 0 |
| Jan 2022 | $269.6M | $260.8M | $8.9M | 8 | 0 |
| Feb 2021 | $269.6M | $260.8M | $8.9M | 8 | 0 |
| Jul 2020 | $231.7M | $227.6M | $4.1M | 8 | 0 |
| Jun 2020 | $231.7M | $227.6M | $4.1M | 8 | 0 |
| Jun 2020 | $231.7M | $227.6M | $4.1M | 8 | 0 |
| May 2020 | $231.7M | $227.6M | $4.1M | 8 | 0 |
| Feb 2020 | $231.7M | $227.6M | $4.1M | 8 | 0 |
| Dec 2019 | $190M | $185.7M | $4.3M | 4 | 0 |
| Jan 2019 | $190M | $185.7M | $4.3M | 4 | 0 |
| Mar 2018 | $172.6M | $168.7M | $3.9M | 4 | 0 |
| Aug 2017 | $101.5M | $95.7M | $5.8M | 4 | 0 |
| Aug 2017 | $101.5M | $95.7M | $5.8M | 4 | 0 |
| May 2017 | $0 | $0 | $0 | 3 | 0 |
| May 2017 | $0 | $0 | $0 | 3 | 0 |
| Apr 2017 | $0 | $0 | $0 | 3 | 0 |
DateFeb 2025
Total AUM$572.6M
Discretionary$384.8M
Non-Disc.$187.8M
Employees7
Clients0
DateNov 2024
Total AUM$445M
Discretionary$322.1M
Non-Disc.$122.9M
Employees10
Clients0
DateFeb 2024
Total AUM$445M
Discretionary$322.1M
Non-Disc.$122.9M
Employees10
Clients0
DateNov 2023
Total AUM$386.2M
Discretionary$282.4M
Non-Disc.$103.7M
Employees9
Clients0
DateJul 2023
Total AUM$386.2M
Discretionary$282.4M
Non-Disc.$103.7M
Employees9
Clients0
DateMay 2023
Total AUM$386.2M
Discretionary$282.4M
Non-Disc.$103.7M
Employees9
Clients0
DateJan 2023
Total AUM$386.2M
Discretionary$282.4M
Non-Disc.$103.7M
Employees9
Clients0
DateMar 2022
Total AUM$380M
Discretionary$323.4M
Non-Disc.$56.5M
Employees8
Clients0
DateJan 2022
Total AUM$269.6M
Discretionary$260.8M
Non-Disc.$8.9M
Employees8
Clients0
DateFeb 2021
Total AUM$269.6M
Discretionary$260.8M
Non-Disc.$8.9M
Employees8
Clients0
DateJul 2020
Total AUM$231.7M
Discretionary$227.6M
Non-Disc.$4.1M
Employees8
Clients0
DateJun 2020
Total AUM$231.7M
Discretionary$227.6M
Non-Disc.$4.1M
Employees8
Clients0
DateJun 2020
Total AUM$231.7M
Discretionary$227.6M
Non-Disc.$4.1M
Employees8
Clients0
DateMay 2020
Total AUM$231.7M
Discretionary$227.6M
Non-Disc.$4.1M
Employees8
Clients0
DateFeb 2020
Total AUM$231.7M
Discretionary$227.6M
Non-Disc.$4.1M
Employees8
Clients0
DateDec 2019
Total AUM$190M
Discretionary$185.7M
Non-Disc.$4.3M
Employees4
Clients0
DateJan 2019
Total AUM$190M
Discretionary$185.7M
Non-Disc.$4.3M
Employees4
Clients0
DateMar 2018
Total AUM$172.6M
Discretionary$168.7M
Non-Disc.$3.9M
Employees4
Clients0
DateAug 2017
Total AUM$101.5M
Discretionary$95.7M
Non-Disc.$5.8M
Employees4
Clients0
DateAug 2017
Total AUM$101.5M
Discretionary$95.7M
Non-Disc.$5.8M
Employees4
Clients0
DateMay 2017
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees3
Clients0
DateMay 2017
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees3
Clients0
DateApr 2017
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees3
Clients0